Document checklists for your clients

The documents to ask for, written so clients understand them. Copy one into an email, or send it with Elargi and let the reminders do the chasing.

• US personal tax return (1040)

  11 items, 3 of them always needed

• Monthly bookkeeping close

  6 items, 3 of them always needed

• UK MTD quarterly update

  6 items, 3 of them always needed

• New client onboarding

  6 items, 3 of them always needed